Marketing Timing (podcast)
What is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about
Capital Losses as a Tax Asset
There is no denying that the market has been lousy for the first three quarters of 2022. While frustrating, the
Why Market Timing Doesn’t Work
People often ask us if they should sell their stock investments and “wait until the market is better.” Market timing
Student Debt Relief Plan
Join Dave and Nick as they review the Student Debt Relief Plan and go over some options. Here are the
Special Guest: Khadijah H. Mutakabbir, Owner of Step By Step Financial Wellness
Join Dave and Nick as they chat with Khadijah H. Mutakabbir, a Certified Financial Counselor and the owner of Step
The Power of Investing During Down Markets
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
The Power of Investing During Down Markets (podcast)
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
Ask A Financial Advisor Anything – Part 4
The guys are back! Get ready for Part 4 of Ask Ask A Financial Advisor Anything – Part 4a Financial
Ask A Financial Advisor Anything – Part 3
Join Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are
Second Quarter 2022 Market Review and Economic Outlook
We’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends